As COO, Bill is responsible for the day-to-day leadership of the worldwide operations of Kepner-Tregoe (KT), offering direction and insight to the regional and corporate leadership teams located in North America, EMEA, Southeast Asia, Australia and Japan. He has a rich operational history in all aspects of a multi-national company and has deep experience working with clients across a wide range of industries.
Bill joined Kepner-Tregoe in 1997 and was named to the KT Board of Directors in 2002 upon becoming Chief Financial Officer. He has served as board secretary since 2007. A man of diverse talents, he continues to execute on the responsibilities of his position as CFO while attending to his operational responsibilities. He also leads the charge for KT’s strategic plan implementation and oversees legal, IT, facilities and HR.
Passionate about providing value, Bill continually challenges his company and himself to innovate ways to serve clients better. He has drastically improved internal processes at KT in order to put the client first, and to make it easier to do business with KT. These improvements have had the added effect of reducing costs, and increasing profitability, cash flows and shareholder value. With focus to provide value for KT’s global workforce he structured employee benefits to include an ownership model and incentivized compensation, forwarding KT as an attractive place of employment. Besides his family and golf, education is his next passion. He serves as Chairman of the Board of TregoEd, a non-profit entity founded by KT founder, Benjamin Tregoe. TregoEd delivers critical thinking skills to school district leaders, teachers and students.
In 2016 Bill was recognized as winner of the annual CFO Success Award in Operations by CFO Studio as well as CFO of the Month by Wealth and Finance International and Acquisition International. Having a unique perspective of how finance and operations blend he is often asked to serve as an executive leader and panelist on financial and global business issues including CFO Studio’s Driving Employee Performance and Engagement Sharing Financial Intelligence and Insights, the Global Summit at Harvard Business Club sponsored by WithumSmith+Brown and Citibank as well as How to Succeed in Going Global sponsored by the Princeton Chamber of Commerce.
Prior to his work at Kepner-Tregoe, Bill was the corporate controller for Prince Sports Group, Inc. where he was responsible for all financial reporting, accounting, budgeting, forecasting and inventory planning for Prince’s worldwide operations including the Prince and Ektelon brands. He was with Ernst & Young for eleven years, serving clients in manufacturing, distribution, real estate, communications, sports & leisure and high-tech industries. At E&Y, he was a national seminar instructor and member of the firm’s peer review committee.
Bill holds a B.A. in Accounting from Rowan University. He is a Certified Public Accountant, CGMA and a member of the American Institute of Certified Public Accountants and the New Jersey State Society of Certified Public Accountants.